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fxi-studio-gmail
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Bank does not want to refresh

Good day.

I am trying to update my bank with QB. It has been refusing to for 4 days. Can anyone please assist?
1 Comment 1
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QuickBooks Team
QuickBooks Team

Bank does not want to refresh

Let me help you with updating your financial institution (FI) for you to get you back to business, fxi-studio.

 

May I know what bank is connected to your QuickBooks Online (QBO) account? Any additional information would help us verify if there's a problem with the bank. In the meantime, we can manually update your bank account to refresh the connection between your FI and QBO. Here's how:

 

  1. Go to Banking/Transactions from the left menu.
  2. Select the bank account with missing transactions.
  3. From the top-right of the page, click the Update button.

 

Once done, check the downloaded transactions from the For review tab. If they still aren't showing, check out this article for other troubleshooting steps: What to do if you can’t find downloaded transactions in QuickBooks Online.

 

If the issue persists, please contact our Customer Support Team. They can pull up your account to check what's causing the issue. Just make sure to take note of our operating hours so we can address your concerns on time.

 

Alternatively, we can manually upload transactions to the program, check out this article: Manually upload transactions into QuickBooks Online. Once your transactions have been successfully downloaded or imported, you can now match them against the entries in the system. To learn more about this process, visit this article: Categorise and match online bank transactions in QuickBooks Online.

 

I want to make sure I've got you covered. You can click the Reply button below for follow-up questions and clarifications about banking. I'll be in touch.